Challenges
Certificate handover • Job safety records • Inspection scheduling
Industry solution
Installations, inspections, compliance documents, materials control, teams, and sign-off.
Electrical is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Certificate handover • Job safety records • Inspection scheduling
Installations, inspections, compliance documents, materials control, teams, and sign-off.
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
General material, asset, or supplier patterns apply while trade-specific templates are validated.
AI-supported qualification, drafting, reminders, and summaries remain human-approved and availability-labelled.
Accounting, payments, calendar, maps, storage, and APIs sit in the broader integration roadmap.
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
General document and job workflows are available, while trade-specific compliance templates should be validated before sale.